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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13M
3
+$12.4M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.1M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$10.9M

Top Sells

1
+$35.7M
2
+$15.6M
3
+$12.5M
4
GLRY icon
Inspire Growth ETF
GLRY
+$12.4M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$11.2M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
– –
-54
2102
– –
-26
2103
– –
-26
2104
– –
-3
2105
– –
0
2106
– –
-2
2107
– –
-5
2108
– –
-45
2109
– –
-21
2110
– –
-35
2111
– –
-14
2112
– –
-39
2113
– –
-94
2114
– –
-5
2115
– –
-13
2116
– –
-17
2117
– –
-15
2118
– –
-28
2119
– –
-5
2120
– –
-29
2121
– –
-13
2122
– –
-69
2123
– –
-35
2124
– –
-10
2125
– –
-39
83 84
85
86 87